JSMD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +3.7% ·
share flow +18.7% ·
net new positions +3.6%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 20.49K | $1.85M | n/a | −1 |
| Q2 2026 | 30 | +3 | 4.42M | $447.30M | +5 | −3 |
| Q1 2026 | 28 | +1 | 4.32M | $342.59M | +2 | −1 |
| Q4 2025 | 27 | 0 | 3.64M | $296.84M | +1 | −1 |
| Q3 2025 | 5 | 0 | 747.36K | $62.49M | +1 | −1 |
| Q2 2025 | 2 | +1 | 7.59K | $589,678 | +1 | n/a |
| Q3 2024 | 1 | 0 | 3.02K | $218,904 | n/a | n/a |
| Q2 2024 | 1 | n/a | 21.04K | $1.40M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 670.37K | +7.0% | $53.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 641.43K | -0.8% | $50.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Royal Bank Of Canada | 447.93K | +33.0% | $35.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 338.89K | +22.8% | $26.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Ameriprise Financial Inc | 247.44K | +251.1% | $19.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 96.46K | +52.4% | $7.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Stifel Financial Corp | 36.98K | -81.2% | $2.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 27.54K | +1.4% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 10.60K | 0.0% | $841,031 | 0.0% | Held | 3 | SEC ↗ |
| 10 | Fifth Third Bancorp | 9.49K | New | $753,092 | 0.0% | New | 1 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 4.53K | -4.8% | $359,560 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 1.90K | -19.2% | $150,983 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Us Bancorp \De\ | 1.63K | -3.5% | $129,420 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 246 | +24500.0% | $19,559 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | JPMorgan Chase ✦ | 244 | -71.1% | $18,506 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Fifth Third Bancorp | $753,092 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 123 holders, 7.69M shares, $557.22M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.